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MCD

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
2351
Monograph Wealth Advisors
California
$581K +$596K +1,870 New
PCM
2352
Passive Capital Management
Maryland
$580K +$6.37K +20 +1%
HFS
2353
Hoge Financial Services
Pennsylvania
$580K -$34.1K -107 -5%
OCPWS
2354
One Charles Private Wealth Services
Massachusetts
$579K – – –
OFO
2355
OneAscent Family Office
Alabama
$578K +$111K +347 +23%
MWM
2356
Maridea Wealth Management
New York
$577K -$2.14M -6,714 -78%
FFA
2357
Florida Financial Advisors
Florida
$575K +$10.2K +32 +2%
QPWM
2358
Quadrant Private Wealth Management
Pennsylvania
$575K +$41.7K +131 +8%
TC
2359
Tacita Capital
Ontario, Canada
$573K – – –
SP
2360
Symmetry Partners
Connecticut
$573K +$25.8K +81 +5%
JCM
2361
J2 Capital Management
Michigan
$572K +$20.7K +65 +4%
TCM
2362
TruNorth Capital Management
Michigan
$572K -$6.05K -19 -1%
V
2363
ViaWealth
Kansas
$572K – – –
CSB
2364
City State Bank
Iowa
$569K +$319 +1 +0.1%
CH
2365
Cromwell Holdings
Wyoming
$568K – – –
ACM
2366
Allred Capital Management
Texas
$568K +$7.96K +25 +1%
SIA
2367
Strategic Investment Advisors
Michigan
$567K +$360K +1,131 +163%
PAG
2368
Private Advisory Group
Washington
$566K +$580K +1,822 New
VIPI
2369
Vista Investment Partners II
Indiana
$566K -$147K -462 -20%
CWI
2370
Conscious Wealth Investments
Florida
$564K -$3.82K -12 -0.6%
S
2371
Sunpointe
Missouri
$564K -$20.1K -63 -3%
CNTOF
2372
Canandaigua National Trust of Florida
New York
$563K -$57K -179 -9%
MWP
2373
Madison Wealth Partners
Wisconsin
$563K +$95.9K +301 +20%
GWM
2374
Graybill Wealth Management
Illinois
$562K – – –
FWM
2375
Fingerlakes Wealth Management
New York
$561K +$2.87K +9 +0.5%
93 94
95
96 97